How To Begin

We begin every relationship with a brief conversation regarding your current situation, your short- and long-term goals, and what you have to work with to accomplish your goals.

Then we initiate our 3 step review process which involves:

  1. Proactive federal income tax return review
  2. Investment risk exposure evaluation
  3. Current income plan analysis

We work closely with you to fully understand your situation because each relationship and client is distinctive. We have access to a wide variety of products and services that can be targeted specifically to your unique needs and goals. However, we first want to be certain that you understand the importance of having a process to follow and know the right questions to ask in order to identify all the critical facts necessary to make a sound financial decision that is in your best interest before you make any product or service decision.

Request a FREE Consultation

Email Address: info@estateandretirementcenter.com

Phone: (724) 834-1162